Viewing Company Alimentation Couche-Tard (B) | StockChase
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Compiling comments that experts make about stocks while on public TV.

Alimentation Couche-Tard (B) Stock Symbol: ATD.B-T

Last Price Recorded: $60.0400 on 2017-09-18

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Date Signal Expert Opinion Price
2017-09-18 PAST TOP PICK Jason Del Vicario

(A Top Pick Aug 19/16. Down 3%.) Has basically gone nowhere over the last 2 years. However, their earnings continue to grow. A tremendously consistent return on equity generator at around the low 20%. If you can buy this below $60, you should. All it takes is for them to come out with an announcement of taking over another chain of convenience stores.


Price:
$60.040
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-11 TOP PICK Darren Sissons

He likes the rising volume of products being pushed through their stores. As it starts to get to a critical mass, there could be integration opportunities and continue to shave costs off. There could also be tuck in acquisitions. Dividends went up more than 3 times in the last 3 years. The convenience business is a place where we all go visit when we buy our gasoline. This has exposure to the US and to Europe. A well-run business, and should continue to do well. (Analysts’ price target is $72.50.)


Price:
$60.310
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-30 PAST TOP PICK Brian Madden

(A Top Pick Oct 31/16. Down 10.7%.) Still believes in this. A rapid growth by acquisition. They run a big chain of convenience stores and gas stations in Canada, the US and northern Europe. Just closed on their largest acquisition, CFT Brands, a couple of months ago. Then they launched another take over of the Holiday chain convenience stores. Stock is cheap and undervalued, and he is still buying.


Price:
$60.050
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-28 COMMENT Richard Croft

Writing Put options. If the stock went in the money and were Put to you, would you take the stock or Buy it back to close a contract? He would take the stock. It is a good company and he likes what they are doing.


Price:
$59.670
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-08-18 BUY Norman Levine

He owns PKI-T instead.  ATD.B-T is international and is way bigger.  They make more of their money from convenience store sales.  When the economy softens they don’t do as well.  They did a number of large acquisitions last year and the market wants time to digest them.


Price:
$60.740
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2017-08-17 PAST TOP PICK Bruce Campbell (1)

(Top Pick Jul 12/16, Up 6.45%)  We are going to see Circle K everywhere in Europe. 


Price:
$61.140
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-24 BUY Matt Kacur

It is a good time to buy.  A year or so ago it looked a little rich and he was not recommending it as strongly.  Now it keeps continuing to impress.  The valuation is improving.  Their return on capital is improving.  He admires the company.


Price:
$60.050
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-18 COMMENT Barry Schwartz

A wonderful business. They built an amazing success story. Makes a lot of money from selling cigarettes at gas stations. It has gotten so large for them to make another acquisition, it would have to be a whopper to move the needle. You can own this going forward, but you just have to be cognizant of the risks.


Price:
$60.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-12 HOLD Christine Poole

Just reported and had pretty good numbers. A relatively mature industry, but they are consolidators. They buy assets and integrate them in. With the recent downturn in energy, the major energy companies are pulling out of running gas stations, and this company is a natural acquirer of those. That is how they maintain their growth. Thinks this is fully valued.


Price:
$62.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-07-12 PAST TOP PICK Brian Madden

(A Top Pick August 29/16. Down 7.35.) Sometimes these things take patience to pan out. They have a 20+ year record of generating value for shareholders. Reported earnings today, which were better than expected. In addition to organic growth, they have been very, very capable serial acquirers. Just closed on their largest acquisition on June 28, and another US deal yesterday. Both should be accretive. Trading at 16X earnings. This is still a Buy.


Price:
$62.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-12 TOP PICK Brian Madden

This should be able to continue the 20 year+ history of growing earnings. They’ve grown earnings 21% compounded over the last decade. The strategy is to price sharply on fuel. People are very sensitive on gasoline, and merchandise in stores is very attractively displayed. The in-store merchandise draws 3 to 5 times the gross margin that the fuel does. Dividend yield of 0.6%. (Analysts’ price target is $75.)


Price:
$62.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 BUY on WEAKNESS Brian Acker, CA

He likes this. Would love to see it get back to $52.48. His model price is $78.72, a 33% upside. A great growth company and they know what they are doing.


Price:
$60.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-06 BUY on WEAKNESS Jim Huang

One of the biggest convenience store operators in North America, with growth primarily by acquisition. Lately there has been some negative results from some of their competitors, which is causing some issues. He likes their ability to continue to squeeze earnings out of existing operations as well as doing acquisitions. Not a cheap stock. Probably a good one to accumulate on a pullback.


Price:
$59.430
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-04 PAST TOP PICK Bruce Campbell (1)

(A Top Pick June 15/16. Up 16.55%.) He still likes this. It is his only retail holding. They just closed their US acquisition and the stock has started to act a bit better. His one-year target is about $70.


Price:
$62.010
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-26 DON'T BUY Stephen Takacsy, B. Eng, MBA

It is a great success story.  They have done a good job of consolidating the industry on a global basis.  There is not a lot of organic growth and gasoline margins are very thin.  30-40% of sales are from tobacco so he has an ethical problem with it.  They have benefited from other retail not selling tobacco.  It is not an attractive business, nor is it attractively priced.


Price:
$63.620
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
No
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